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How-To · Getting started
How a team comes to life
For RDs and staff. Three stops: Incoming, Team Journey, Team Close-out — each has its own How-To.
1. Something comes in
- Open Incoming in the left menu. A school asking for a team (Start a Team) and a coach applying (Coach applications) both land here.
- Read it, reply, and decide. For a coach, click Assign to a team to pick their team and role.
- Done with it? It moves to the Handled tab. Not this season? Move to Not Now.
2. Work the school in Team Journey
- Open Team Journey in the left menu. Every school is a card, sorted by stage.
- Click a school to open its page. At the top, set the stage and the owner, and keep the next step current.
- Under Teams at this school, each team shows its progress. No team yet? Click + Add a potential team.
3. Get the team ready and run the season
- Stay on the school page. Everything for the team is in the sections below, so you never leave it.
- Before the season: fill in Season dates and Practice & public info, and work the Season setup checklist until it is done.
- During the season: Coaches & compliance and Roster open on arrival — that is your coaches, their clearances, and the boys and guardians.
4. Close it out
At the end of the season, open the school’s Money & funding section and click Start the close beside the team. It opens the team in Team Close-out (also in the left menu), where you click Start close. The region’s RD or an admin can start it. The RD checks the team’s money sheet and stamps it, then an admin gives the final stamp and it goes to Attolero.
Need to take a coach off a team?
Use Remove from team next to the coach on the school page. See the How-To on removing a coach.